Vanguard Russell 1000 GrowthVONGETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 857 institutions reported holding Vanguard Russell 1000 Growth (VONG) in their 13F filings, up 67 from Q3 2025. 77 opened new positions and 47 sold out. The largest holders were Bank of America Corp. ($6.2B), Cetera Investment Advisers ($1.2B) and Morgan Stanley ($1.1B). 4 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Vanguard Russell 1000 Growth
- CUSIP
- 92206C680
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $414.4M |
| Exits | 47 | $31.1M |
All 13F filers, Q3 2025 → Q4 2025: 26,201,913 shares bought and 4,170,697 shares sold, net +22,031,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 857 holders
| Bank of America Corp. | 0.45% | Add +51.7% | 51,255,902 | $6.2B |
| Cetera Investment Advisers | 1.36% | Reduce -3.0% | 10,211,465 | $1.2B |
| Morgan Stanley | 0.06% | Reduce -1.9% | 8,657,734 | $1.1B |
| LPL Financial LLC | 0.27% | Add +6.4% | 8,174,197 | $995.2M |
| Tiaa Trust, National Association | 1.40% | Reduce -0.1% | 4,783,889 | $582.4M |
| Wells Fargo & Company | 0.10% | Add +6.2% | 4,229,899 | $515.0M |
| Ameriprise Financial Inc. | 0.11% | Reduce -1.4% | 3,975,571 | $484.0M |
| UBS Group AG | 0.09% | Reduce -6.4% | 3,737,172 | $455.0M |
| Sequoia Financial Advisors, LLC | 2.42% | Add +11.5% | 3,545,177 | $431.6M |
| Citigroup Inc. | 0.29% | Reduce -0.0% | 3,491,303 | $425.1M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -14.2% | 3,421,091 | $416.5M |
| Raymond James Financial Inc. | 0.12% | Add +5.0% | 3,109,784 | $378.6M |
| Equitable Holdings, Inc. | 2.32% | Reduce -4.7% | 2,781,940 | $338.7M |
| SageView Advisory Group, LLC | 8.35% | Reduce -3.8% | 2,027,559 | $246.9M |
| Commonwealth Equity Services, LLC | 0.32% | Reduce -8.7% | 1,984,206 | $241.6M |
| Truist Financial Corp. | 0.32% | Reduce -2.1% | 1,940,619 | $236.3M |
| HighTower Advisors, LLC | 0.24% | Reduce -0.3% | 1,825,441 | $222.2M |
| Janney Montgomery Scott LLC | 0.44% | Reduce -1.7% | 1,583,087 | $192.7M |
| Jones Financial Companies LLLP | 0.11% | Add +7.5% | 1,542,662 | $187.8M |
| Jabodon PT Co. | 23.51% | New | 1,459,482 | $177.7M |
| Osaic Holdings, Inc. | 0.25% | Reduce -10.3% | 1,408,011 | $171.4M |
| Prudential Financial Inc. | 0.17% | Reduce -2.8% | 1,172,129 | $143.9M |
| Pathstone Holdings, LLC | 0.54% | Add +18.3% | 1,148,943 | $139.9M |
| Royal Bank of Canada | 0.02% | Add +11.3% | 1,094,697 | $133.3M |
| Quent Capital, LLC | 9.25% | Reduce -1.6% | 1,053,250 | $128.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | New | 1,013,373 | $123.4M |
| Corient Private Wealth LP | 0.17% | Reduce -1.4% | 1,012,262 | $123.2M |
| Silvercrest Asset Management Group LLC | 0.80% | Reduce -17.3% | 956,277 | $116.4M |
| PNC Financial Services Group, Inc. | 0.06% | Add +1.5% | 918,998 | $111.9M |
| Apollon Wealth Management, LLC | 1.86% | Reduce -1.2% | 879,675 | $107.1M |
| Beacon Pointe Advisors, LLC | 0.74% | Add +9.2% | 863,428 | $105.1M |
| Cerity Partners LLC | 0.15% | Add +29.4% | 829,764 | $101.0M |
| Aaron Wealth Advisors LLC | 4.89% | Add +7.4% | 721,331 | $87.8M |
| Comerica Bank | 0.33% | Reduce -0.6% | 673,006 | $81.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -15.6% | 667,565 | $81.3M |
| LPWM LLC | 20.26% | Add +2.4% | 659,713 | $80.3M |
| Global Strategic Investment Solutions, LLC | 7.54% | Reduce -0.7% | 633,842 | $77.2M |
| WestHill Financial Advisors, Inc. | 14.47% | Reduce -0.6% | 625,669 | $76.2M |
| SCS Capital Management LLC | 0.80% | Reduce -0.1% | 621,420 | $75.7M |
| Two Sigma Investments, LP | 0.11% | Add +12815.2% | 594,100 | $72.3M |
| 93 Financial Group, LLC | 31.37% | — | 591,744 | $72.0M |
| Fifth Third Bancorp | 0.23% | Reduce -3.1% | 589,417 | $71.8M |
| Wealthquest Corp | 5.35% | Reduce -6.7% | 582,273 | $70.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.7% | 579,537 | $70.6M |
| Clearstead Advisors, LLC | 0.84% | Reduce -2.6% | 548,919 | $66.8M |
| Waldron Private Wealth LLC | 2.59% | Reduce -0.7% | 538,486 | $65.6M |
| Nadler Financial Group, Inc. | 6.00% | Reduce -1.9% | 529,869 | $64.5M |
| Hapanowicz & Associates Financial Services, Inc | 24.77% | Reduce -1.4% | 519,106 | $63.2M |
| Captrust Financial Advisors | 0.12% | Add +9.3% | 577,945 | $63.0M |
| Baltimore-Washington Financial Advisors, Inc. | 2.60% | Add +4.9% | 510,720 | $62.2M |
| Modera Wealth Management, LLC | 0.69% | Reduce -0.0% | 492,572 | $60.0M |
| Valley Wealth Managers, Inc. | 3.72% | Add +5.9% | 477,053 | $58.1M |
| Assetmark, Inc. | 0.11% | Reduce -7.2% | 455,472 | $55.5M |
| Cresset Asset Management, LLC | 0.22% | Add +5970.2% | 433,652 | $52.8M |
| Snowden Capital Advisors LLC | 1.36% | Add +4.5% | 429,683 | $52.3M |
| Mariner, LLC | 0.06% | Reduce -8.0% | 422,415 | $51.4M |
| LVW Advisors, LLC | 5.09% | Reduce -8.8% | 412,627 | $50.2M |
| Citizens & Northern Corp. | 11.09% | Reduce -7.3% | 367,716 | $44.8M |
| Stephens Inc. | 0.55% | Reduce -2.1% | 364,923 | $44.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.0% | 364,780 | $44.4M |
| Rockefeller Capital Management L.P. | 0.08% | Add +22.6% | 364,671 | $44.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -1.1% | 359,871 | $44.1M |
| Commerce Bank | 0.24% | Reduce -7.5% | 359,438 | $43.8M |
| Lido Advisors, LLC | 0.17% | Reduce -5.2% | 357,676 | $43.5M |
| NewEdge Advisors, LLC | 0.16% | Add +2.6% | 354,319 | $43.1M |
| MML Investors Services, LLC | 0.10% | Add +8.5% | 346,230 | $42.2M |
| Parkside Financial Bank & Trust | 3.09% | Reduce -3.0% | 339,048 | $41.3M |
| Wealthspire Retirement, LLC | 2.44% | Add +6.2% | 329,560 | $40.1M |
| Pacific Life Fund Advisors LLC | 4.04% | Reduce -3.7% | 322,564 | $39.3M |
| Steele Capital Management, Inc. | 1.58% | Add +0.9% | 301,550 | $36.7M |
| Windward Private Wealth Management Inc. | 12.35% | Reduce -5.8% | 292,807 | $35.6M |
| Creative Financial Designs Inc. | 2.22% | Add +1.4% | 289,724 | $35.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.8% | 288,172 | $35.1M |
| D.A. Davidson & Co. | 0.21% | Add +6.8% | 281,588 | $34.3M |
| Apella Capital, LLC | 0.66% | Add +18.8% | 273,676 | $33.3M |
| First National Bank of Omaha | 0.98% | New | 268,429 | $32.9M |
| Alliance Wealth Advisors, LLC | 7.00% | Add +1540.0% | 265,300 | $32.3M |
| MIdWestOne Financial Group, Inc. | 3.57% | Add +1.1% | 264,062 | $32.1M |
| Atlantic Union Bankshares Corp | 0.59% | Add +12.6% | 256,890 | $31.3M |
| Bank of Montreal | 0.01% | Add +1.1% | 248,090 | $30.2M |
| Private Advisor Group, LLC | 0.14% | Add +38.4% | 243,195 | $29.6M |
| TD Private Client Wealth LLC | 0.62% | Add +16.4% | 240,652 | $29.3M |
| Tolleson Wealth Management, Inc. | 4.04% | No change | 230,015 | $28.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +7.0% | 229,063 | $27.9M |
| Highland Financial Advisors, LLC | 7.70% | Reduce -0.4% | 227,962 | $27.8M |
| CIBC Private Wealth Group LLC | 0.05% | Add +2053.7% | 224,998 | $27.4M |
| Exchange Traded Concepts, LLC | 0.23% | Add +10.0% | 223,600 | $27.2M |
| Glenmede Trust Co. NA | 0.13% | — | 223,090 | $27.2M |
| Condor Capital Management | 2.15% | Reduce -1.8% | 218,301 | $26.6M |
| Ieq Capital, LLC | 0.08% | Reduce -7.5% | 212,420 | $25.9M |
| Cambridge Associates LLC /Ma/ | 0.41% | Reduce -0.8% | 208,274 | $25.4M |
| &partners | 0.13% | Add +1.4% | 205,495 | $25.0M |
| Bernardo Wealth Planning LLC | 4.69% | Reduce -0.5% | 201,944 | $24.6M |
| Wealth Dimensions Group, Ltd. | 4.83% | Reduce -0.5% | 199,958 | $24.3M |
| Perkins Coie Trust Co | 4.51% | Reduce -3.2% | 198,784 | $24.2M |
| Elite Financial, Inc. | 10.91% | Reduce -0.9% | 197,068 | $24.0M |
| Arrowroot Family Office, LLC | 8.57% | Add +7.7% | 193,440 | $23.6M |
| Global Retirement Partners, LLC | 0.42% | Add +38.4% | 193,068 | $23.5M |
| Stifel Financial Corp. | 0.02% | Reduce -4.0% | 177,810 | $21.6M |
| Yarger Wealth Strategies, LLC | 9.16% | Add +4.2% | 175,023 | $21.3M |
| Kestra Private Wealth Services, LLC | 0.26% | Add +5.9% | 173,715 | $21.1M |
| One Capital Management, LLC | 0.63% | Add +19.1% | 170,656 | $20.8M |
| Evergreen Wealth Partners LLC | 17.41% | — | 169,760 | $20.7M |
| HB Wealth Management, LLC | 0.13% | Add +0.1% | 169,328 | $20.6M |
| Haverford Trust Co | 0.18% | Add +20.2% | 164,778 | $20.1M |
| Keybank National Association | 0.07% | Reduce -10.0% | 161,087 | $19.6M |
| HBK Sorce Advisory LLC | 0.45% | Reduce -4.5% | 166,672 | $19.6M |
| Advisors Capital Management, LLC | 0.23% | Add +24.9% | 160,762 | $19.6M |
| Merit Financial Group, LLC | 0.16% | Add +64.7% | 159,448 | $19.4M |
| Arax Advisory Partners | 0.56% | New | 157,288 | $19.1M |
| Baird Financial Group, Inc. | 0.03% | Add +0.2% | 156,518 | $19.1M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.90% | Reduce -5.5% | 150,820 | $18.4M |
| Lebenthal Global Advisors, LLC | 2.73% | Add +14.6% | 145,351 | $17.7M |
| M&T Bank Corp | 0.05% | Reduce -5.2% | 135,701 | $16.5M |
| Joel Isaacson & Co., LLC | 0.54% | Add +1.0% | 135,497 | $16.5M |
| FourThought Financial Partners, LLC | 1.35% | Add +8.5% | 131,598 | $16.0M |
| Strategic Financial Partners, Ltd. | 6.89% | Reduce -1.1% | 130,682 | $15.9M |
| Quantinno Capital Management LP | 0.03% | Add +29.1% | 130,676 | $15.9M |
| Fort Washington Investment Advisors Inc. | 0.08% | Add +5.2% | 130,168 | $15.8M |
| Connable Office Inc. | 1.44% | Reduce -0.7% | 128,915 | $15.7M |
| Brand Asset Management Group, Inc. | 4.31% | Reduce -1.7% | 126,731 | $15.4M |
| Kestra Advisory Services, LLC | 0.06% | Add +9.3% | 126,072 | $15.3M |
| Integrated Investment Consultants, LLC | 2.91% | Reduce -1.1% | 121,824 | $14.8M |
| Creative Planning | 0.01% | Reduce -0.8% | 121,604 | $14.8M |
| 71 West Capital Partners | 0.68% | — | 121,294 | $14.8M |
| Procyon Advisors, LLC | 0.72% | Add +2.1% | 120,350 | $14.7M |
| Vance Wealth, LLC | 4.20% | Add +3.0% | 116,042 | $14.1M |
| Advisors Preferred, LLC | 2.29% | No change | 115,590 | $14.0M |
| Thrivent Financial for Lutherans | 0.02% | New | 107,868 | $13.1M |
| Mission Wealth Management, LP | 0.26% | Reduce -0.9% | 106,237 | $12.9M |
| AQR Capital Management | 0.01% | Add +113.7% | 105,092 | $12.8M |
| Livet Wealth, LLC | 7.82% | — | 104,286 | $12.7M |
| Aptus Capital Advisors, LLC | 0.11% | Reduce -0.1% | 104,134 | $12.7M |
| Fifth Third Securities, Inc. | 0.83% | Reduce -12.1% | 103,858 | $12.6M |
| Mutual Advisors, LLC | 0.27% | Reduce -13.4% | 103,311 | $12.6M |
| Mesirow Financial Investment Management, Inc. | 0.25% | Reduce -38.9% | 99,763 | $12.1M |
| Smartleaf Asset Management LLC | 0.45% | Add +8.8% | 97,306 | $11.9M |
| FMR LLC | 0.00% | Add +31.1% | 96,766 | $11.8M |
| Apollon Financial, LLC | 1.69% | Add +5.7% | 95,554 | $11.6M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +7.3% | 94,332 | $11.5M |
| Sanctuary Advisors, LLC | 0.06% | Add +4.2% | 92,500 | $11.3M |
| Bare Financial Services, Inc | 3.11% | Add +7.9% | 91,866 | $11.2M |
| Brandywine Asset Management, Inc. | 7.82% | — | 95,215 | $11.1M |
| Cary Street Partners Financial LLC | 0.27% | Reduce -5.2% | 90,935 | $11.1M |
| Base Wealth Management LLC | 5.89% | Add +5.5% | 89,817 | $10.9M |
| Natixis Advisors, LLC | 0.02% | Reduce -1.6% | 89,576 | $10.9M |
| Great Valley Advisor Group, Inc. | 0.20% | Reduce -9.0% | 87,474 | $10.7M |
| World Investment Advisors | 0.17% | Add +168.2% | 84,279 | $10.3M |
| Royal Fund Management, LLC | 0.94% | Add +64.2% | 84,092 | $10.2M |
| Hurley Capital, LLC | 5.69% | Add +0.4% | 83,338 | $10.1M |
| Win Advisors, Inc. | 4.28% | Reduce -20.9% | 82,751 | $10.1M |
| Pinnacle Financial Partners, Inc. | 0.08% | — | 82,648 | $10.1M |
| American Financial & Tax Strategies Inc. | 4.88% | Reduce -0.3% | 80,384 | $9.8M |
| Diversified Enterprises, LLC | 0.58% | Add +9.3% | 80,311 | $9.8M |
| Darrow Company, Inc. | 4.30% | Reduce -0.2% | 78,676 | $9.6M |
| Klingenstein Fields & Co. LP | 0.36% | Add +408.7% | 78,371 | $9.5M |
| Principal Financial Group Inc. | 0.00% | Add +64.4% | 78,034 | $9.5M |
| Virtue Capital Management, LLC | 1.45% | Add +8170.6% | 77,578 | $9.4M |
| Summit Financial Strategies, Inc. | 0.76% | New | 76,027 | $9.3M |
| SWAN Capital LLC | 3.56% | Reduce -7.4% | 75,155 | $9.2M |
| Belpointe Asset Management LLC | 0.32% | Reduce -10.0% | 73,853 | $9.0M |
| Gross & Hartman Investments LLC | 4.98% | — | 71,744 | $8.7M |
| BlackRock, Inc. | 0.00% | Add +867.8% | 71,005 | $8.6M |
| Investors Research Corp | 1.58% | Add +8.3% | 70,717 | $8.6M |
| Summit Trail Advisors, LLC | 0.15% | Add +4.3% | 69,581 | $8.5M |
| Philip James Wealth Mangement, LLC | 0.99% | Add +0.4% | 68,057 | $8.3M |
| Blue Barn Wealth, LLC | 11.62% | Reduce -60.4% | 65,558 | $8.0M |
| Wedbush Securities Inc. | 0.23% | Add +0.5% | 64,364 | $7.8M |
| Safe Harbor Family Capital, LLC | 6.86% | — | 64,138 | $7.8M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +11.1% | 63,991 | $7.8M |
| Park Avenue Securities LLC | 0.07% | Add +29.7% | 63,774 | $7.8M |
| Rodgers & Associates, LTD | 0.78% | Reduce -3.0% | 62,981 | $7.7M |
| New Millennium Group LLC | 3.29% | Add +125.0% | 62,340 | $7.6M |
| Winthrop Advisory Group LLC | 0.64% | Add +386.5% | 61,791 | $7.5M |
| Fifth Third Wealth Advisors LLC | 0.26% | Add +3.0% | 61,633 | $7.5M |
| Nicholson Meyer Capital Management, Inc. | 5.63% | Add +0.0% | 61,178 | $7.4M |
| US Bancorp \de | 0.01% | Add +3.8% | 61,152 | $7.4M |
| Cascade Wealth Advisors, Inc | 3.35% | Add +3.7% | 59,567 | $7.3M |
| Advisory Resource Group | 1.27% | Add +5.7% | 59,465 | $7.2M |
| HRT Financial LP | 0.02% | Reduce -17.3% | 59,421 | $7.2M |
| ERn Financial, LLC | 1.36% | Reduce -0.5% | 59,310 | $7.2M |
| IFP Advisors, Inc | 0.16% | Reduce -4.4% | 58,926 | $7.2M |
| MAI Capital Management | 0.04% | Reduce -1.6% | 58,534 | $7.1M |
| Kingsview Wealth Management, LLC | 0.10% | Add +1.0% | 57,816 | $7.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.7% | 57,615 | $7.0M |
| Legacy Edge Advisors, LLC | 0.76% | Add +4.5% | 57,295 | $7.0M |
| Fidelis Capital Partners, LLC | 0.50% | Add +3.3% | 57,030 | $6.9M |
| Aurelius Family Office LLC | 2.78% | Add +1.7% | 53,071 | $6.5M |
| Curtis Advisory Group, LLC | 1.35% | Add +4.2% | 52,672 | $6.4M |
| Golden Road Advisors LLC | 3.65% | Add +2.4% | 52,611 | $6.4M |
| Crumly & Associates Inc. | 1.34% | Reduce -2.0% | 52,275 | $6.4M |
| Monument Capital Management | 1.58% | New | 52,274 | $6.4M |
| Sowell Financial Services LLC | 0.23% | Add +7.9% | 51,967 | $6.3M |
| AMG National Trust Bank | 0.15% | Add +86.8% | 51,937 | $6.3M |
| Guardian Wealth Advisors, LLC / NC | 0.39% | Add +0.1% | 50,940 | $6.2M |
| GEM Asset Management, LLC | 2.76% | Add +4.3% | 50,513 | $6.2M |
| Cozad Asset Management Inc. | 0.46% | Add +0.8% | 49,186 | $6.0M |
| Blue Capital, Inc. | 4.21% | Reduce -4.1% | 48,525 | $5.9M |
| Frederick Financial Consultants, LLC | 3.20% | Reduce -4.3% | 48,021 | $5.8M |
| Zhang Financial LLC | 0.22% | Add +22.9% | 47,612 | $5.8M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -2.9% | 47,571 | $5.8M |
| Empire Life Investments Inc. | 0.32% | Reduce -6.7% | 47,230 | $5.8M |
| RFG Advisory, LLC | 0.11% | Reduce -30.9% | 47,067 | $5.7M |
| Facet Wealth, Inc. | 0.10% | Reduce -0.5% | 46,054 | $5.6M |
| Brown Advisory Inc. | 0.01% | Add +566.9% | 45,864 | $5.6M |
| Stegner Investment Associates Inc. | 2.95% | Add +0.0% | 45,634 | $5.6M |
| Farther Finance Advisors, LLC | 0.06% | Add +10.9% | 45,585 | $5.6M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +4.3% | 45,470 | $5.5M |
| Relyea Zuckerberg Hanson LLC | 0.55% | Add +7.7% | 44,753 | $5.4M |
| CKW Financial Group | 0.59% | Add +1.7% | 44,597 | $5.4M |
| Thompson Siegel & Walmsley LLC | 0.09% | Reduce -1.4% | 44,501 | $5.4M |
| Continuum Advisory, LLC | 0.54% | Add +0.1% | 44,474 | $5.4M |
| Savant Capital, LLC | 0.03% | Add +0.4% | 44,437 | $5.4M |
| Andina Capital Management, LLC | 3.24% | Reduce -0.3% | 43,989 | $5.4M |
| First National Trust Co | 0.18% | Add +8.1% | 43,929 | $5.3M |
| Certified Advisory Corp | 0.48% | Add +1.5% | 43,345 | $5.3M |
| Wealth Advisory Team LLC | 4.66% | — | 43,280 | $5.3M |
| Accretive Wealth Partners, LLC | 1.52% | Add +14.5% | 42,028 | $5.1M |
| Legacy Financial Advisors, Inc. | 0.70% | Reduce -4.1% | 41,812 | $5.1M |
| PFG Advisors | 0.24% | Reduce -0.1% | 41,225 | $5.0M |
| Sapient Capital LLC | 0.07% | Reduce -2.0% | 40,739 | $5.0M |
| Signaturefd, LLC | 0.08% | Reduce -0.2% | 40,944 | $5.0M |
| OpenArc Corporate Advisory, LLC | 0.08% | — | 40,686 | $5.0M |
| Adapt Wealth Advisors, LLC | 1.67% | Reduce -0.0% | 39,782 | $4.8M |
| Auour Investments LLC | 1.54% | Reduce -8.3% | 39,664 | $4.8M |
| Silver Oak Securities, Incorporated | 0.32% | Add +9.0% | 38,323 | $4.7M |
| Linscomb Wealth, Inc. | 0.20% | Reduce -3.2% | 38,530 | $4.7M |
| Baker Avenue Asset Management, LP | 0.11% | Reduce -0.8% | 38,260 | $4.7M |
| Sage Mountain Advisors LLC | 0.25% | Add +0.0% | 38,098 | $4.6M |
| TAGStone Capital, Inc. | 1.72% | Add +1.3% | 38,005 | $4.6M |
| Portfolio Strategies, Inc. | 0.53% | Add +10.0% | 37,859 | $4.6M |
| HSBC Holdings PLC | 0.00% | New | 37,580 | $4.6M |
| Callan Family Office, LLC | 0.10% | New | 37,446 | $4.6M |
| Prosperity Consulting Group, LLC | 0.20% | Reduce -8.3% | 37,041 | $4.5M |
| Americana Partners, LLC | 0.12% | Add +7.0% | 36,485 | $4.4M |
| CoreCap Advisors, LLC | 0.15% | Add +6.1% | 36,450 | $4.4M |
| TCV Trust & Wealth Management, Inc. | 0.36% | Add +31.6% | 36,408 | $4.4M |
| Prosperity Wealth Management, Inc. | 1.47% | Add +4.0% | 36,211 | $4.4M |
| Roffman Miller Associates Inc. | 0.24% | Add +0.1% | 35,915 | $4.4M |
| Maridea Wealth Management LLC | 0.66% | Add +28.6% | 35,789 | $4.4M |
| IFG Advisory, LLC | 0.19% | Add +12.4% | 35,398 | $4.3M |
| One Day In July LLC | 0.35% | Reduce -5.6% | 35,136 | $4.3M |
| Mezzasalma Advisors, LLC | 1.02% | Add +15.1% | 41,624 | $4.3M |
| Brown Brothers Harriman & Co. | 0.02% | Add +3.9% | 34,384 | $4.2M |
| Diversified Portfolios, Inc. | 0.34% | Reduce -0.6% | 33,833 | $4.1M |
| WFA of San Diego, LLC | 2.99% | Add +0.6% | 33,483 | $4.1M |
| Ethos Financial Group, LLC | 0.30% | Reduce -0.6% | 33,175 | $4.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -13.7% | 33,059 | $4.0M |
| Focus Financial Network, Inc. | 0.14% | Add +5.4% | 32,081 | $3.9M |
| Michels Family Financial, LLC | 2.86% | Add +7.6% | 31,939 | $3.9M |
| Prospera Financial Services Inc | 0.06% | Reduce -1.2% | 31,831 | $3.9M |
| Ballentine Partners, LLC | 0.05% | No change | 31,707 | $3.9M |
| Tennessee Valley Asset Management Partners | 0.50% | Add +2.7% | 31,617 | $3.8M |
| Tower Research Capital LLC (TRC) | 0.09% | Add +4.3% | 31,482 | $3.8M |
| Indivisible Partners | 0.41% | — | 31,366 | $3.8M |
| BNP Paribas Financial Markets | 0.00% | Add +43521.4% | 30,535 | $3.7M |
| COFG Advisors, LLC | 0.90% | — | 29,783 | $3.6M |
| DAVENPORT & Co LLC | 0.02% | Add +1.6% | 28,971 | $3.5M |
| Atria Investments, Inc | 0.04% | Add +27.3% | 28,650 | $3.5M |
| Spectrum Investment Advisors, Inc. | 1.74% | Add +3.4% | 28,553 | $3.5M |
| Money Concepts Capital Corp. | 0.19% | Add +23.7% | 28,536 | $3.5M |
| Westshore Wealth, LLC | 1.12% | Add +45.0% | 27,628 | $3.4M |
| Cwm, LLC | 0.01% | Add +106.1% | 27,621 | $3.4M |
| Kingswood Wealth Advisors, LLC | 0.16% | Add +141.3% | 27,010 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -2.6% | 26,532 | $3.2M |
| Mill Creek Capital Advisors, LLC | 0.07% | No change | 26,313 | $3.2M |
| Inspire Advisors, LLC | 0.29% | Add +20.6% | 26,287 | $3.2M |
| Operose Advisors LLC | 0.74% | Reduce -2.2% | 26,187 | $3.2M |
| Western Wealth Management, LLC | 0.15% | Add +3.8% | 26,161 | $3.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.36% | No change | 26,116 | $3.2M |
| Verus Capital Partners, LLC | 0.21% | Add +5.0% | 26,044 | $3.2M |
| Flagship Wealth Advisors, LLC | 0.92% | Add +27.4% | 26,028 | $3.2M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -0.1% | 26,274 | $3.2M |
| Valtrion Capital Management, LLC | 3.13% | Reduce -0.1% | 25,816 | $3.1M |
| Voya Investment Management LLC | 0.00% | Reduce -3.7% | 25,726 | $3.1M |
| Badgley Phelps Wealth Managers, LLC | 0.06% | Add +19.6% | 25,149 | $3.1M |
| Oppenheimer & Co. Inc. | 0.04% | Add +27.9% | 25,107 | $3.1M |
| M3 Advisory Group, LLC | 1.86% | Reduce -2.6% | 25,054 | $3.1M |
| Focus Partners Wealth | 0.00% | Reduce -84.0% | 24,647 | $3.0M |
| Wedmont Private Capital | 0.10% | Reduce -4.3% | 24,309 | $3.0M |
| Sunpointe, LLC | 0.99% | Add +13.1% | 24,449 | $3.0M |
| Hilltop Holdings Inc. | 0.17% | Add +12.8% | 23,737 | $2.9M |
| Shikiar Asset Management Inc. | 0.78% | No change | 23,500 | $2.9M |
| Sound Financial Strategies Group, LLC | 2.00% | Reduce -1.8% | 23,239 | $2.8M |
| Valley National Advisers Inc. | 0.39% | Add +4.7% | 22,869 | $2.8M |
| Brookstone Capital Management | 0.03% | Add +32.8% | 22,676 | $2.8M |
| Steph & Co. | 0.79% | Reduce -4.4% | 22,615 | $2.8M |
| Grey Fox Wealth Advisors, LLC | 0.56% | Add +0.1% | 22,565 | $2.7M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +0.1% | 21,884 | $2.7M |
| RFG - Bristol Wealth Advisors, LLC | 0.73% | Reduce -3.2% | 21,672 | $2.6M |
| Northern Trust Corp. | 0.00% | Add +9.7% | 21,665 | $2.6M |
| Main Street Financial Solutions, LLC | 0.20% | Reduce -26.1% | 21,623 | $2.6M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +100.7% | 21,372 | $2.6M |
| Diversify Advisory Services, LLC | 0.08% | Add +2.6% | 20,900 | $2.5M |
| Blackston Financial Advisory Group, LLC | 1.54% | Reduce -3.2% | 20,738 | $2.5M |
| Avior Wealth Management, LLC | 0.08% | Reduce -6.3% | 20,713 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.91% | Reduce -7.6% | 20,700 | $2.5M |
| Zacks Investment Management | 0.02% | Reduce -4.0% | 20,604 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -2.2% | 20,502 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +97.1% | 19,964 | $2.4M |
| Fiduciary Trust Co | 0.03% | Reduce -1.1% | 19,952 | $2.4M |
| REDW Wealth LLC | 0.89% | Add +36.9% | 19,223 | $2.3M |
| Wealthspire Advisors, LLC | 0.02% | Add +3.2% | 19,135 | $2.3M |
| Cynosure Group, LLC | 0.24% | Reduce -98.7% | 3,398 | $2.3M |
| Simon Quick Advisors, LLC | 0.10% | Reduce -10.8% | 18,885 | $2.3M |
| GAMCO Investors | 0.02% | Reduce -4.4% | 18,708 | $2.3M |
| Westview Management dba Westview Investment Advisors | 1.08% | — | 18,624 | $2.3M |
| Carnegie Investment Counsel | 0.04% | Add +0.2% | 18,475 | $2.2M |
| Vanguard Group Inc. | 0.00% | Reduce -3.1% | 18,445 | $2.2M |
| Allegiance Financial Group Advisory Services LLC | 0.47% | Reduce -11.7% | 18,399 | $2.2M |
| Embree Financial Group | 0.27% | Add +0.1% | 18,321 | $2.2M |
| Fort Sheridan Advisors LLC | 0.28% | Add +4.8% | 18,302 | $2.2M |
| Castlekeep Investment Advisors LLC | 1.00% | Add +3.1% | 18,230 | $2.2M |
| Clarion Wealth Managment Partners, LLC | 2.00% | Reduce -0.2% | 17,774 | $2.2M |
| Axis Wealth Partners, LLC | 1.19% | Add +25.3% | 17,630 | $2.1M |
| Balentine LLC | 0.08% | Reduce -14.8% | 17,601 | $2.1M |
| TCW Group Inc. | 0.02% | New | 17,435 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +9.4% | 16,903 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +12.0% | 16,767 | $2.0M |
| Next Level Private LLC | 0.53% | Reduce -1.7% | 16,504 | $2.0M |
| ETF Portfolio Partners, Inc. | 0.52% | Reduce -8.1% | 16,441 | $2.0M |
| Harbour Investments, Inc. | 0.04% | Add +11.2% | 16,377 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Reduce -22.4% | 16,207 | $2.0M |
| Garde Capital, Inc. | 0.12% | No change | 16,176 | $2.0M |
| Fulton Bank, N.A. | 0.07% | Add +17.7% | 16,142 | $2.0M |
| Retirement Planning Group, LLC | 0.06% | No change | 16,025 | $2.0M |
| Nemes Rush Group LLC | 0.18% | Add +104720.0% | 15,723 | $1.9M |
| Financial Alternatives, Inc | 1.10% | Reduce -5.5% | 15,579 | $1.9M |
| Webster Bank, N. A. | 0.18% | Add +0.3% | 15,527 | $1.9M |
| Waterloo Capital, L.P. | 0.13% | Add +13.0% | 15,336 | $1.9M |
| Summit Financial, LLC | 0.03% | Reduce -0.6% | 15,205 | $1.9M |
| AMG Asset Management Group, Inc. | 5.87% | — | 14,971 | $1.8M |
| Choreo, LLC | 0.02% | Reduce -1.0% | 14,811 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +146.7% | 14,800 | $1.8M |
| Thomasville National Bank | 0.11% | Add +0.8% | 14,590 | $1.8M |
| AdvisorNet Financial, Inc | 0.09% | Reduce -0.3% | 14,583 | $1.8M |
| Fund Evaluation Group, LLC | 0.06% | No change | 14,570 | $1.8M |
| Elevation Capital Advisory, LLC | 0.72% | Reduce -84.0% | 14,562 | $1.8M |
| National Philanthropic Trust | 0.02% | Add +65.2% | 14,537 | $1.8M |
| Transcend Capital Advisors, LLC | 0.14% | Add +21.5% | 14,510 | $1.8M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -1.0% | 14,449 | $1.8M |
| Valpey Financial Services, LLC | 1.11% | Reduce -2.5% | 14,268 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +3.7% | 14,230 | $1.7M |
| First Horizon Corp. | 0.08% | Add +0.2% | 14,112 | $1.7M |
| Duncan Williams Asset Management, LLC | 0.43% | Add +0.8% | 14,679 | $1.7M |
| Aquire Wealth Advisors, LLC | 0.44% | Reduce -62.2% | 13,965 | $1.7M |
| Victory Financial Group, LLC | 0.21% | Add +16.3% | 13,788 | $1.7M |
| LBJ Family Wealth Advisors, Ltd. | 0.92% | Add +2.5% | 13,739 | $1.7M |
| Perigon Wealth Management, LLC | 0.03% | Add +0.0% | 13,688 | $1.7M |
| Pacific Capital Wealth Advisors, Inc. | 0.28% | No change | 13,610 | $1.7M |
| 3Chopt Investment Partners, LLC | 0.37% | No change | 13,460 | $1.6M |
| Institute for Wealth Management, LLC. | 0.17% | Reduce -7.1% | 13,426 | $1.6M |
| Global View Capital Management LLC | 0.30% | Add +0.5% | 13,274 | $1.6M |
| Certuity, LLC | 0.10% | Add +0.1% | 13,230 | $1.6M |
| Arkadios Wealth Advisors | 0.03% | Reduce -12.6% | 13,228 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -80.5% | 13,149 | $1.6M |
| Curi Capital, LLC | 0.03% | No change | 13,105 | $1.6M |
| Spirepoint Private Client, LLC | 0.15% | Add +5.3% | 13,075 | $1.6M |
| MidAtlantic Capital Management, Inc. | 1.02% | No change | 13,026 | $1.6M |
| Fortis Capital Advisors, LLC | 0.23% | Add +0.3% | 12,934 | $1.6M |
| Princeton Global Asset Management LLC | 0.25% | Reduce -4.3% | 12,894 | $1.6M |
| Sonata Capital Group Inc. | 0.57% | Add +4.9% | 12,857 | $1.6M |
| Gotham Asset Management | 0.01% | No change | 12,786 | $1.6M |
| Blair William & Co. | 0.00% | Add +0.7% | 12,605 | $1.5M |
| Moors & Cabot, Inc. | 0.07% | Add +4.8% | 12,548 | $1.5M |
| Atlanta Consulting Group Advisors, LLC | 0.34% | Add +0.7% | 12,254 | $1.5M |
| FSM Wealth Advisors, LLC | 0.20% | Add +0.1% | 12,233 | $1.5M |
| CreativeOne Wealth, LLC | 0.04% | Add +4.5% | 12,194 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -8.5% | 12,104 | $1.5M |
| Heritage Oak Wealth Advisors LLC | 0.54% | New | 12,065 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +178.4% | 11,639 | $1.4M |
| Signal Tree Financial Partners LLC | 1.08% | Reduce -0.4% | 11,613 | $1.4M |
| Davidson Trust Co. | 0.59% | Reduce -10.2% | 11,565 | $1.4M |
| Diversified Trust Co. | 0.03% | Add +10.7% | 11,290 | $1.4M |
| Baker Boyer National Bank | 0.41% | No change | 11,249 | $1.4M |
| Checchi Capital Advisers, LLC | 0.09% | Add +77.0% | 11,219 | $1.4M |
| SBI Securities Co., Ltd. | 0.04% | Reduce -1.3% | 11,205 | $1.4M |
| Elevation Wealth Partners, LLC | 0.48% | Add +0.1% | 11,196 | $1.4M |
| Level Four Advisory Services, LLC | 0.04% | Add +13.3% | 11,096 | $1.4M |
| Victory Capital Management Inc. | 0.00% | New | 10,917 | $1.3M |
| Compass Ion Advisors, LLC | 0.13% | Reduce -0.1% | 10,849 | $1.3M |
| Accurate Wealth Management, LLC | 0.16% | Add +5.4% | 10,553 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -10.3% | 10,617 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | — | 10,580 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -0.0% | 10,103 | $1.2M |
| Rwa Wealth Partners, LLC | 0.01% | No change | 10,071 | $1.2M |
| Robinhood Asset Management, LLC | 0.10% | — | 10,049 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +0.1% | 10,042 | $1.2M |
| Becker Capital Management Inc. | 0.03% | No change | 10,000 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +13.1% | 9,924 | $1.2M |
| City Holding Co. | 0.15% | New | 9,907 | $1.2M |
| Asset One Wealth Management LLC | 0.16% | — | 9,951 | $1.2M |
| Trilogy Capital Inc. | 0.05% | Add +4.0% | 9,807 | $1.2M |
| Kraft, Davis & Associates, LLC | 0.27% | Reduce -9.7% | 9,747 | $1.2M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 9,624 | $1.2M |
| Goelzer Investment Management, Inc. | 0.05% | Reduce -1.9% | 9,622 | $1.2M |
| Bearing Point Capital, LLC | 0.18% | New | 9,474 | $1.2M |
| MTM Investment Management, LLC | 0.37% | Add +0.0% | 9,403 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +2.8% | 9,249 | $1.1M |
| American Money Management, LLC | 0.18% | Reduce -2.4% | 9,247 | $1.1M |
| Rehmann Capital Advisory Group | 0.06% | Add +0.6% | 9,190 | $1.1M |
| Xcelsior Advisor Partners LLC | 0.54% | — | 9,138 | $1.1M |
| Calamos Wealth Management LLC | 0.04% | Add +84.5% | 9,123 | $1.1M |
| Resolute Wealth Strategies, LLC | 0.47% | Add +15.6% | 8,820 | $1.1M |
| MSH Capital Advisors LLC | 0.23% | New | 8,757 | $1.1M |
| McAdam, LLC | 0.05% | Add +3.8% | 8,707 | $1.1M |
| Bessemer Group Inc. | 0.00% | No change | 8,700 | $1.1M |
| American National Bank & Trust | 0.10% | Reduce -0.7% | 8,592 | $1.0M |
| ForthRight Wealth Management, LLC | 0.30% | No change | 8,531 | $1.0M |
| Fisher Asset Management | 0.00% | Add +219.4% | 8,495 | $1.0M |
| Beaumont Financial Advisors, LLC | 0.07% | No change | 8,488 | $1.0M |
| Capital Investment Advisors, LLC | 0.02% | Add +4.2% | 8,385 | $1.0M |
| Clark Capital Management Group, Inc. | 0.01% | New | 8,374 | $1.0M |
| Freedom Investment Management, Inc. | 0.30% | Reduce -3.1% | 8,362 | $1.0M |
| Brio Consultants, LLC | 0.13% | Add +170.4% | 8,360 | $1.0M |
| Key Client Fiduciary Advisors, LLC | 0.35% | Reduce -1.0% | 8,296 | $1.0M |
| Capstone Wealth Management, Inc. | 0.88% | — | 8,242 | $1.0M |
| Bison Wealth, LLC | 0.11% | Add +2.2% | 9,064 | $998K |
| Bokf, NA | 0.02% | Reduce -36.1% | 8,199 | $998K |
| Solutions 4 Wealth, Ltd | 1.50% | Add +41.8% | 8,174 | $995K |
| Capital Planning LLC | 0.28% | Add +17.7% | 8,178 | $993K |
| Founders Financial Securities LLC | 0.06% | New | 8,097 | $986K |
| Hazlett, Burt & Watson, Inc. | 0.31% | No change | 8,046 | $980K |
| Principal Securities, Inc. | 0.01% | Add +17.3% | 8,010 | $975K |
| Verum Partners LLC | 0.19% | Reduce -6.2% | 7,927 | $965K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +4.7% | 7,852 | $956K |
| Flaharty Asset Management, LLC | 0.12% | Add +40.3% | 7,839 | $954K |
| Lee, Kelleher & Klein Wealth Management | 0.57% | Reduce -10.5% | 7,824 | $953K |
| Robertson Stephens Wealth Management, LLC | 0.03% | New | 7,812 | $951K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.9% | 7,819 | $950K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +1.0% | 7,769 | $946K |
| IHT Wealth Management, LLC | 0.02% | Add +10.0% | 7,718 | $940K |
| Flynn Zito Capital Management, LLC | 0.33% | No change | 7,672 | $934K |
| Lanark Financial, Inc. | 0.07% | Reduce -2.5% | 7,634 | $929K |
| Calydon Capital | 0.16% | No change | 7,633 | $929K |
| Beacon Financial Planning, Inc. | 0.45% | Add +73.2% | 7,623 | $928K |
| Keystone Financial Group | 0.07% | Add +1.1% | 7,612 | $927K |
| World Equity Group, Inc. | 0.26% | Add +4.6% | 7,559 | $920K |
| Bluesphere Advisors LLC | 0.41% | No change | 7,550 | $919K |
| Santori & Peters, Inc. | 0.31% | Reduce -0.7% | 7,499 | $913K |
| United Advisor Group, LLC | 0.12% | Add +11.3% | 7,495 | $913K |
| Cordatus Wealth Management LLC | 0.21% | Reduce -0.7% | 7,485 | $911K |
| Braun-Bostich & Associates Inc. | 0.56% | No change | 7,477 | $910K |
| Ponta Wealth Partners, LLC | 0.85% | — | 7,456 | $908K |
| Sovereign Financial Group, Inc. | 0.16% | Reduce -2.1% | 7,421 | $904K |
| Berman McAleer LLC | 0.12% | Add +10.6% | 7,410 | $902K |
| Parallel Advisors, LLC | 0.02% | Add +18.4% | 7,409 | $902K |
| VestGen Advisors, LLC | 0.04% | New | 7,158 | $871K |
| Balefire, LLC | 0.17% | Reduce -2.7% | 7,049 | $858K |
| Petra Financial Advisors Inc. | 0.49% | Reduce -1.3% | 6,917 | $842K |
| Sentinel Trust Co. Lba | 0.08% | No change | 6,885 | $838K |
| Truepoint, Inc. | 0.02% | Reduce -0.4% | 6,868 | $836K |
| Rainier Family Wealth Inc. | 0.62% | No change | 6,764 | $824K |
| Vicus Capital | 0.06% | Add +13.4% | 6,759 | $823K |
| Vontobel Holding Ltd. | 0.00% | Reduce -1.8% | 6,659 | $811K |
| SteelPeak Wealth, LLC | 0.03% | Add +44.3% | 6,640 | $808K |
| Old Mission Capital LLC | 0.03% | Reduce -60.3% | 6,587 | $802K |
| GeoWealth Management, LLC | 0.03% | Reduce -25.6% | 6,538 | $796K |
| Bogart Wealth, LLC | 0.03% | Add +0.5% | 6,521 | $794K |
| Total Clarity Wealth Management, Inc. | 0.19% | Add +176.3% | 6,498 | $791K |
| First Manhattan Co. Llc. | 0.00% | Reduce -1.8% | 6,456 | $786K |
| Global Wealth Management Investment Advisory, Inc. | 0.13% | Add +5.6% | 6,454 | $786K |
| Arista Wealth Management, LLC | 0.10% | Add +0.8% | 6,366 | $775K |
| Eq LLC | 0.22% | No change | 6,351 | $773K |
| Koshinski Asset Management, Inc. | 0.05% | Add +2.4% | 6,291 | $766K |
| Sovran Advisors, LLC | 0.07% | Add +3.0% | 6,321 | $766K |
| Financial Guidance Group, Inc. | 0.31% | No change | 6,250 | $761K |
| Invesco Ltd. | 0.00% | Add +30.9% | 6,245 | $760K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.7% | 6,224 | $758K |
| Visionary Wealth Advisors | 0.03% | Reduce -1.8% | 6,206 | $756K |
| Cherrydale Wealth Management, LLC | 0.23% | Add +0.1% | 6,168 | $751K |
| Betterment LLC | 0.00% | Add +16.9% | 6,128 | $746K |
| Green Ridge Wealth Planning LLC | 0.38% | — | 6,125 | $746K |
| Cedar Wealth Management, LLC | 0.22% | New | 6,109 | $744K |
| Independent Advisor Alliance | 0.02% | No change | 6,018 | $733K |
| Centaurus Financial, Inc. | 0.03% | Add +27.0% | 5,902 | $719K |
| Midwest Trust Co | 0.01% | Add +11.5% | 5,896 | $718K |
| Cura Wealth Advisors, LLC | 0.27% | Add +10.5% | 5,894 | $718K |
| Arsenal Capital Advisors LLC | 0.50% | — | 5,821 | $709K |
| United Capital Financial Advisors, LLC | 0.00% | Add +55.0% | 5,620 | $684K |
| Barclays PLC | 0.00% | New | 5,600 | $682K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -87.9% | 5,578 | $679K |
| Hutchens & Kramer Investment Management Group, LLC | 0.23% | Add +1.1% | 5,560 | $677K |
| Legacy Wealth Partners, LLC | 0.18% | — | 5,557 | $677K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +4.3% | 5,557 | $677K |
| 1832 Asset Management L.P. | 0.00% | Add +9.8% | 5,535 | $674K |
| Stone House Investment Management, LLC | 0.10% | Add +6.2% | 5,451 | $664K |
| Ritholtz Wealth Management | 0.01% | Add +4.7% | 5,423 | $660K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -6.1% | 5,392 | $656K |
| Private Trust Co. NA | 0.06% | Add +4.3% | 5,382 | $655K |
| AlphaCore Capital LLC | 0.01% | Add +255.6% | 5,366 | $653K |
| Brandywine Oak Private Wealth LLC | 0.05% | No change | 5,340 | $650K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -24.0% | 5,333 | $649K |
| Dakota Wealth Management | 0.01% | New | 5,306 | $646K |
| Paladin Advisory Group, LLC | 0.47% | Add +110.9% | 5,290 | $644K |
| Precedent Wealth Partners, LLC | 0.13% | Reduce -32.1% | 5,170 | $629K |
| Lewis Asset Management, LLC | 0.25% | Reduce -0.7% | 5,057 | $616K |
| First Financial Bankshares Inc | 0.01% | No change | 5,053 | $615K |
| MOR Wealth Management, LLC | 0.28% | — | 5,013 | $610K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -24.0% | 5,011 | $610K |
| Black Diamond Financial, LLC | 0.06% | New | 5,000 | $609K |
| Liberty Wealth Management LLC | 0.08% | Reduce -17.9% | 4,998 | $609K |
| Advisortrust Partners, LLC | 0.27% | — | 4,976 | $606K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -5.2% | 4,961 | $604K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -13.0% | 14,338 | $600K |
| Trust Point Inc. | 0.05% | Add +2.4% | 4,861 | $592K |
| Scotia Capital Inc. | 0.00% | Add +3.4% | 4,744 | $578K |
| SIMA Wealth Partners, LLC | 0.44% | No change | 4,734 | $576K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -0.3% | 4,728 | $576K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,721 | $575K |
| AE Wealth Management LLC | 0.00% | Reduce -74.9% | 4,710 | $573K |
| Fairway Wealth LLC | 0.15% | Add +27.2% | 4,683 | $570K |
| BOK Financial Private Wealth, Inc. | 0.03% | No change | 4,660 | $567K |
| Wharton Business Group, LLC | 0.02% | No change | 4,660 | $567K |
| Thoma Capital Management LLC | 0.33% | New | 4,646 | $566K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.7% | 4,626 | $563K |
| Titleist Asset Management, LLC | 0.05% | Add +1.1% | 4,608 | $561K |
| Richmond Investment Services, LLC | 0.10% | Add +14.7% | 4,597 | $560K |
| Laurel Oak Wealth Management, LLC | 0.09% | — | 4,582 | $558K |
| BlueStem Wealth Partners, LLC | 0.06% | Reduce -8.4% | 4,551 | $554K |
| Fortitude Advisory Group L.L.C. | 0.23% | Add +0.1% | 4,541 | $553K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 4,531 | $552K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 4,527 | $551K |
| Ancora Advisors LLC | 0.01% | Add +66.0% | 4,494 | $547K |
| Fermata Advisors, LLC | 0.13% | Add +28.7% | 4,476 | $545K |
| New England Private Wealth Advisors LLC | 0.07% | Reduce -10.8% | 4,411 | $537K |
| ARK & TLK Investments, LLC | 0.15% | No change | 4,384 | $534K |
| Hirtle & Co., LLC | 0.02% | No change | 4,321 | $526K |
| Ignite Planners, LLC | 0.08% | Reduce -2.9% | 4,374 | $525K |
| Emerald Advisors, LLC | 0.07% | Reduce -9.5% | 4,312 | $525K |
| Vise Technologies, Inc. | 0.01% | New | 4,281 | $521K |
| United Community Bank | 0.20% | No change | 4,277 | $521K |
| Impact Capital Partners LLC | 0.15% | New | 4,224 | $514K |
| Opus Capital Group, LLC | 0.06% | Reduce -69.2% | 4,224 | $514K |
| CRA Financial Services, LLC | 0.07% | Add +0.6% | 4,215 | $513K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 4,209 | $512K |
| Integrated Advisors Network LLC | 0.02% | Add +87.0% | 4,124 | $502K |
| JHP Wealth Management, LLC | 0.49% | — | 4,122 | $502K |
| Composition Wealth, LLC | 0.01% | No change | 4,096 | $499K |
| Root Financial Partners, LLC | 0.03% | Add +168.4% | 4,053 | $493K |
| Private Wealth Asset Management, LLC | 0.05% | No change | 4,048 | $493K |
| Rothschild Wealth LLC | 0.05% | Add +69.8% | 4,023 | $490K |
| Allworth Financial LP | 0.00% | Reduce -17.3% | 3,994 | $486K |
| Ellenbecker Investment Group | 0.07% | Reduce -45.1% | 3,966 | $483K |
| Essex Financial Services, Inc. | 0.03% | Reduce -3.2% | 3,956 | $482K |
| JPL Wealth Management, LLC | 0.11% | No change | 3,863 | $470K |
| Legacy Wealth Asset Management, LLC | 0.11% | No change | 3,819 | $465K |
| New Republic Capital, LLC | 0.12% | No change | 3,800 | $463K |
| Regent Peak Wealth Advisors LLC | 0.09% | No change | 3,773 | $459K |
| Integrity Alliance, Llc. | 0.02% | Add +23.6% | 3,760 | $458K |
| Aurora Private Wealth, Inc. | 0.30% | — | 3,773 | $457K |
| Berkshire Asset Management LLC | 0.02% | Reduce -2.2% | 3,714 | $452K |
| Proficio Capital Partners LLC | 0.03% | Add +16.3% | 3,705 | $451K |
| Csenge Advisory Group | 0.02% | Add +27.2% | 3,697 | $450K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,689 | $449K |
| My Personal CFO, LLC | 0.19% | New | 3,663 | $446K |
| Bond & Devick Financial Network, Inc. | 0.13% | No change | 3,656 | $445K |
| Rathbones Group PLC | 0.00% | No change | 3,650 | $444K |
| Inman Jager Wealth Management, LLC | 0.27% | No change | 3,644 | $444K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 3,627 | $442K |
| OneDigital Investment Advisors LLC | 0.00% | Add +1.1% | 3,624 | $441K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +0.3% | 3,612 | $440K |
| Gilliland Jeter Wealth Management LLC | 0.13% | Add +0.1% | 3,597 | $438K |
| Whittier Trust Co. | 0.00% | No change | 3,559 | $436K |
| Tme Financial, Inc. | 0.30% | Reduce -3.6% | 3,563 | $434K |
| DGS Capital Management, LLC | 0.07% | Reduce -59.8% | 3,555 | $433K |
| Franklin Resources Inc. | 0.00% | No change | 3,542 | $431K |
| Flputnam Investment Management Co. | 0.01% | New | 3,541 | $431K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 3,521 | $429K |
| Sepio Capital, LP | 0.02% | No change | 3,517 | $428K |
| Elite Life Management LLC | 0.69% | Reduce -4.0% | 3,617 | $425K |
| United Capital Management of KS, Inc. | 0.06% | No change | 3,410 | $415K |
| Park Capital Management, LLC / WI | 0.30% | No change | 3,400 | $414K |
| Waverly Advisors, LLC | 0.00% | Add +36.8% | 3,381 | $412K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,332 | $406K |
| HFG Advisors, Inc. | 0.29% | No change | 3,298 | $402K |
| Modern Wealth Management, LLC | 0.01% | Reduce -38.8% | 3,258 | $397K |
| Foundation Wealth Management, LLC | 0.27% | Reduce -20.3% | 3,250 | $396K |
| SeaCrest Wealth Management, LLC | 0.04% | No change | 3,218 | $395K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 3,235 | $394K |
| Colter Lewis Investment Partners LLC | 0.45% | — | 3,196 | $389K |
| Tranquility Partners, LLC | 0.14% | No change | 3,180 | $387K |
| Leo Wealth, LLC | 0.03% | New | 3,143 | $383K |
| D'Orazio & Associates, Inc. | 0.05% | Add +7.2% | 3,132 | $381K |
| SC&H Financial Advisors, Inc. | 0.06% | Add +0.1% | 3,127 | $381K |
| Alteri Wealth LLC | 0.12% | No change | 3,116 | $379K |
| White Lighthouse Investment Management Inc. | 0.05% | Reduce -8.0% | 3,115 | $379K |
| Park Edge Advisors, LLC | 0.09% | Reduce -12.6% | 3,100 | $377K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -9.1% | 3,086 | $376K |
| MWA Asset Management | 0.21% | Add +1.3% | 3,042 | $370K |
| Trexquant Investment LP | 0.00% | Add +0.1% | 3,028 | $369K |
| Avant Capital LLC | 0.25% | Add +9.6% | 2,996 | $365K |
| Mgo One Seven LLC | 0.01% | Reduce -4.2% | 2,990 | $364K |
| Magnolia Capital Advisors LLC | 0.08% | Add +20.4% | 2,983 | $363K |
| Carrera Capital Advisors | 0.06% | New | 2,959 | $360K |
| HighPoint Advisor Group LLC | 0.01% | New | 2,952 | $359K |
| Nelson Capital Management, LLC | 0.04% | No change | 2,951 | $359K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -3.8% | 2,950 | $359K |
| Merkkuri Wealth Advisors LLC | 0.24% | Add +0.1% | 2,949 | $359K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.29% | Add +50.2% | 2,931 | $357K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.3% | 2,897 | $353K |
| Fulcrum Equity Management | 0.34% | Add +0.6% | 2,891 | $352K |
| Smart Portfolios, LLC | 0.35% | No change | 2,861 | $348K |
| HUB Investment Partners, LLC | 0.01% | No change | 2,853 | $347K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +5.7% | 2,822 | $344K |
| Old North State Wealth Management, LLC | 0.16% | Reduce -13.1% | 2,814 | $343K |
| Rialto Wealth Management, LLC | 0.08% | No change | 2,814 | $343K |
| Equita Financial Network, Inc. | 0.10% | No change | 2,811 | $342K |
| Cedar Point Capital Partners, LLC | 0.22% | Add +3.5% | 2,811 | $342K |
| McCartney Wealth Management LLC | 0.29% | — | 2,765 | $337K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +16.2% | 2,748 | $335K |
| First City Capital Management, Inc. | 0.18% | No change | 2,744 | $334K |
| Everett Harris & Co. | 0.00% | No change | 2,725 | $332K |
| Citizens Financial Group Inc. | 0.00% | Add +12.6% | 2,724 | $332K |
| NorthRock Partners, LLC | 0.01% | Reduce -7.7% | 2,711 | $330K |
| Fairvoy Private Wealth, LLC | 0.07% | No change | 2,691 | $328K |
| Mitchell Sinkler & Starr | 0.15% | Add +1.9% | 2,655 | $323K |
| NewEdge Wealth, LLC | 0.00% | Add +0.0% | 2,622 | $319K |
| Cape Investment Advisory, Inc. | 0.10% | Add +1528.0% | 2,621 | $319K |
| Traction Financial Partners, LLC | 0.19% | Reduce -0.9% | 2,599 | $316K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 2,582 | $314K |
| Mycio Wealth Partners, LLC | 0.06% | Add +10.5% | 2,576 | $314K |
| Cullinan Associates Inc. | 0.02% | New | 2,541 | $309K |
| Newport Capital Group, LLC | 0.19% | Reduce -0.9% | 2,503 | $305K |
| Wealthfront Advisers LLC | 0.00% | New | 2,498 | $304K |
| SVB Wealth LLC | 0.02% | No change | 2,483 | $302K |
| Evanson Asset Management, LLC | 0.02% | No change | 2,462 | $300K |
| Lockerman Financial Group, Inc. | 0.57% | Reduce -13.5% | 2,457 | $299K |
| James Reed Financial Services, Inc. | 0.24% | Reduce -2.0% | 2,450 | $298K |
| Quotient Wealth Partners, LLC | 0.01% | No change | 2,444 | $298K |
| Signature Equity Partners, LLC | 0.16% | — | 2,436 | $297K |
| Plan Group Financial, LLC | 0.08% | Reduce -17.8% | 2,435 | $296K |
| SkyOak Wealth, LLC | 0.05% | Reduce -17.2% | 2,419 | $295K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,407 | $294K |
| Client 1ST Advisory Group, LLC | 0.09% | No change | 2,409 | $293K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -33.8% | 2,402 | $292K |
| Tectonic Advisors LLC | 0.02% | Add +0.1% | 2,388 | $291K |
| Motive Wealth Advisors | 0.12% | New | 2,368 | $288K |
| GM Advisory Group, LLC | 0.01% | Reduce -0.0% | 2,365 | $288K |
| Valued Retirements, Inc. | 0.28% | No change | 2,356 | $287K |
| Heritage Wealth Management, Inc. | 0.08% | No change | 2,340 | $285K |
| Sicart Associates LLC | 0.07% | No change | 2,313 | $282K |
| Vertex Planning Partners, LLC | 0.07% | Add +16.3% | 2,310 | $281K |
| Bawa N Mallick Trust | 0.10% | No change | 2,300 | $280K |
| Gentry Private Wealth, LLC | 0.18% | No change | 2,293 | $279K |
| GoalVest Advisory LLC | 0.05% | New | 2,293 | $279K |
| Krilogy Financial LLC | 0.01% | Add +0.5% | 2,277 | $276K |
| Coordinated Financial Services, Inc. | 0.16% | Add +23.8% | 2,240 | $273K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 2,236 | $272K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 2,235 | $272K |
| Ellevest, Inc. | 0.04% | Reduce -4.2% | 2,234 | $272K |
| Evelyn Partners Asset Management Ltd | 0.06% | New | 2,226 | $271K |
| Empowered Funds, LLC | 0.00% | New | 2,209 | $269K |
| Capital Planning Advisors, LLC | 0.04% | No change | 2,198 | $268K |
| Grant Street Asset Management, Inc. | 0.05% | New | 2,195 | $267K |
| Capital Analysts, LLC | 0.01% | Add +9.7% | 2,187 | $267K |
| North Star Investment Management Corp. | 0.02% | Add +0.1% | 2,177 | $265K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Reduce -6.5% | 2,136 | $260K |
| Horst & Graben Wealth Management LLC | 0.04% | No change | 2,101 | $256K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,101 | $256K |
| Jacobs & Co. | 0.02% | No change | 2,100 | $255K |
| Financial Planning Hawaii, Inc. | 0.15% | — | 2,091 | $255K |
| Keb Asset Management, LLC | 0.05% | Reduce -8.3% | 2,081 | $253K |
| Level Financial Advisors | 0.07% | Reduce -1.3% | 2,063 | $251K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -45.4% | 2,056 | $250K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 2,042 | $249K |
| Savvy Advisors, Inc. | 0.01% | New | 2,034 | $248K |
| NTV Asset Management LLC | 0.03% | No change | 2,024 | $246K |
| Occidental Asset Management, LLC | 0.03% | No change | 2,020 | $246K |
| Eastern Bank | 0.00% | Reduce -8.3% | 2,008 | $244K |
| Philadelphia Trust Co. | 0.02% | No change | 2,000 | $244K |
| Aspiriant, LLC | 0.01% | No change | 2,001 | $244K |
| Northcape Wealth Management, LLC | 0.07% | Reduce -7.2% | 2,000 | $244K |
| Acorn Financial Advisory Services Inc. | 0.04% | No change | 1,991 | $242K |
| PUREfi Wealth, LLC | 0.19% | No change | 1,986 | $242K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -13.4% | 1,982 | $241K |
| MY Wealth Management Inc. | 0.21% | New | 1,981 | $241K |
| Tannin Capital LLC | 0.22% | — | 1,978 | $241K |
| Great Lakes Advisors, LLC | 0.00% | No change | 1,972 | $240K |
| Inspirion Wealth Advisors, LLC | 0.03% | New | 1,962 | $239K |
| Unique Wealth, LLC | 0.03% | No change | 1,940 | $236K |
| Clarendon Private LLC | 0.20% | Add +0.2% | 1,936 | $236K |
| Veracity Capital LLC | 0.07% | No change | 1,926 | $234K |
| Nottingham Advisors, Inc. | 0.03% | No change | 1,894 | $231K |
| Financial Freedom, LLC | 0.11% | Add +0.1% | 1,892 | $230K |
| Patron Partners, LLC | 0.10% | Add +0.1% | 1,889 | $230K |
| Cambria Investment Management, L.P. | 0.01% | New | 1,878 | $229K |
| HM Payson & Co. | 0.00% | No change | 1,865 | $227K |
| Edge Financial Advisors LLC | 0.09% | Reduce -1.6% | 1,826 | $222K |
| Abel Hall, LLC | 0.05% | No change | 1,816 | $221K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -0.2% | 1,810 | $220K |
| Roxbury Financial LLC | 0.20% | Add +0.1% | 1,804 | $220K |
| VeraBank, N.A. | 0.04% | Reduce -0.5% | 1,803 | $220K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,801 | $219K |
| Parcion Private Wealth LLC | 0.01% | No change | 1,776 | $216K |
| Firestone Capital Management | 0.05% | Add +0.1% | 1,773 | $216K |
| Trellis Wealth Advisors LLC | 0.08% | Add +0.1% | 1,771 | $216K |
| Caprock Group, LLC | 0.00% | Reduce -9.4% | 1,756 | $214K |
| Altar Rock LLC | 0.25% | — | 1,729 | $211K |
| Advisor OS, LLC | 0.02% | New | 1,721 | $210K |
| Directional Asset Management | 0.18% | — | 1,708 | $208K |
| Aspen Capital Management, LLC | 0.05% | No change | 1,701 | $207K |
| Premier Path Wealth Partners, LLC | 0.03% | No change | 1,694 | $206K |
| Quantum Financial Planning Services, Inc. | 0.07% | New | 1,691 | $206K |
| Elevatus Welath Management | 0.06% | Add +1.8% | 1,690 | $206K |
| Keel Point, LLC | 0.01% | New | 1,684 | $205K |
| Murphy & Mullick Capital Management Corp | 0.15% | No change | 1,680 | $205K |
| Accredited Investors Inc. | 0.01% | No change | 1,676 | $204K |
| Hilltop Partners LLC | 0.05% | Reduce -0.5% | 1,664 | $203K |
| A&I Financial Services, LLC | 0.10% | No change | 1,660 | $202K |
| Crews Bank & Trust | 0.03% | No change | 1,656 | $202K |
| Snider Financial Group | 0.05% | Reduce -55.9% | 1,643 | $200K |
| Caitlin John, LLC | 0.13% | No change | 1,628 | $198K |
| Wellington Grp LLC | 0.07% | — | 1,604 | $195K |
| Signature Resources Capital Management, LLC | 0.10% | No change | 1,600 | $195K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | No change | 1,600 | $195K |
| FWL Investment Management, LLC | 0.05% | No change | 1,600 | $195K |
| Gen-Wealth Partners Inc | 0.06% | No change | 1,578 | $192K |
| Whipplewood Advisors, LLC | 0.12% | No change | 1,558 | $190K |
| Blue Trust, Inc. | 0.00% | Add +1.0% | 1,481 | $180K |
| Trust Co. of Vermont | 0.01% | Add +1.6% | 1,423 | $173K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 1,412 | $172K |
| CENTRAL TRUST Co | 0.00% | Reduce -7.4% | 1,379 | $168K |
| MidFirst Bank | 0.01% | — | 1,314 | $160K |
| Entrust Financial LLC | 0.12% | — | 1,314 | $160K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -59.7% | 1,302 | $159K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -0.5% | 1,300 | $158K |
| Avion Wealth | 0.03% | Add +0.1% | 1,271 | $154K |
| Private Wealth Management Group, LLC | 0.04% | No change | 1,197 | $146K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,054 | $128K |
| McGuire Capital Advisors Inc. | 0.08% | — | 1,014 | $123K |
| Hager Investment Management Services, LLC | 0.07% | New | 996 | $121K |
| Archer Investment Corp | 0.03% | No change | 978 | $119K |
| Asset Dedication, LLC | 0.01% | No change | 970 | $118K |
| Maryland Capital Advisors Inc. | 0.04% | No change | 898 | $109K |
| Eukles Asset Management | 0.04% | No change | 884 | $108K |
| Evolution Wealth Management Inc. | 0.09% | No change | 879 | $107K |
| Concord Wealth Partners | 0.01% | Add +24.5% | 844 | $103K |
| Trust Co | 0.01% | Add +5.5% | 844 | $103K |
| Phillips Financial Management, LLC | 0.01% | No change | 792 | $96K |
| Sfam, LLC | 0.08% | — | 760 | $93K |
| Sterling Capital Management LLC | 0.00% | New | 743 | $90K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 728 | $89K |
| Adirondack Trust Co. | 0.03% | Add +24.4% | 714 | $87K |
| Financial Perspectives, Inc | 0.02% | No change | 687 | $84K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +0.1% | 677 | $82K |
| Godfrey Financial Associates, Inc. | 0.07% | — | 666 | $81K |
| WealthShield Partners, LLC | 0.01% | No change | 653 | $80K |
| ORG Partners LLC | 0.01% | No change | 644 | $78K |
| Key Financial Inc | 0.01% | No change | 640 | $78K |
| Larson Financial Group LLC | 0.00% | Reduce -16.6% | 636 | $77K |
| NFSG Corp | 0.01% | No change | 635 | $77K |
| JNBA Financial Advisors | 0.01% | No change | 635 | $77K |
| Vermillion Wealth Management, Inc. | 0.03% | Add +0.2% | 634 | $77K |
| Newton One Investments LLC | 0.02% | Reduce -3.7% | 631 | $77K |
| Garton & Associates Financial Advisors LLC | 0.04% | — | 612 | $75K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -0.8% | 590 | $72K |
| McIlrath & Eck, LLC | 0.01% | Add +22.2% | 561 | $68K |
| Disciplina Capital Management LLC | 0.01% | New | 560 | $68K |
| Tompkins Financial Corp. | 0.01% | No change | 542 | $66K |
| GGM Financial LLC | 0.03% | Add +0.2% | 541 | $66K |
| Asset Management One Co., Ltd. | 0.00% | Add +19.0% | 526 | $65K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -84.2% | 507 | $62K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 506 | $62K |
| Investment Counsel Co. of Nevada | 0.13% | No change | 500 | $61K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 500 | $61K |
| City State Bank | 0.02% | No change | 500 | $61K |
| International Assets Investment Management, LLC | 0.00% | New | 499 | $61K |
| Independence Bank of Kentucky | 0.01% | Reduce -9.1% | 497 | $61K |
| Coastline Trust Co | 0.01% | No change | 475 | $58K |
| Spire Wealth Management | 0.00% | No change | 475 | $58K |
| Copia Wealth Management | 0.04% | No change | 468 | $57K |
| Golden State Wealth Management, LLC | 0.01% | Add +21.8% | 436 | $53K |
| Optima Capital LLC | 0.02% | New | 404 | $49K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -42.9% | 400 | $49K |
| Proathlete Wealth Management LLC | 0.01% | No change | 380 | $46K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 375 | $46K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 372 | $45K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 363 | $44K |
| West Paces Advisors Inc. | 0.01% | New | 345 | $42K |
| CDKV Holdings LLC | 0.03% | — | 328 | $40K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -33.6% | 314 | $38K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 300 | $37K |
| FAS Wealth Partners, Inc. | 0.00% | New | 283 | $34K |
| Atomic Invest LLC | 0.02% | — | 264 | $32K |
| Quadrant Capital Group LLC | 0.00% | New | 260 | $32K |
| EPG Wealth Management LLC | 0.01% | No change | 259 | $32K |
| Rothschild Investment LLC | 0.00% | No change | 257 | $31K |
| Westside Investment Management, Inc. | 0.00% | No change | 245 | $30K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -17.0% | 244 | $30K |
| First Pacific Financial | 0.00% | Reduce -1.6% | 238 | $29K |
| Triumph Capital Management | 0.01% | New | 216 | $26K |
| Rossby Financial, LCC | 0.01% | No change | 209 | $25K |
| DecisionPoint Financial, LLC | 0.01% | Add +15.0% | 207 | $25K |
| Investment Research & Advisory Group, Inc. | 0.01% | New | 205 | $25K |
| Glen Eagle Advisors, LLC | 0.00% | New | 202 | $25K |
| Nova Wealth Management, Inc. | 0.02% | No change | 194 | $24K |
| YANKCOM Partnership | 0.01% | New | 189 | $23K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 187 | $23K |
| Bayban | 0.02% | — | 173 | $21K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 162 | $20K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 160 | $19K |
| Integrity Financial Corp | 0.01% | New | 156 | $19K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -92.3% | 150 | $18K |
| Tidemark, LLC | 0.00% | No change | 140 | $17K |
| Lodestone Wealth Management LLC | 0.01% | New | 130 | $16K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 129 | $16K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 128 | $16K |
| Abound Wealth Management | 0.00% | Add +17.8% | 126 | $15K |
| Consultiva Wealth Management, Corp. | 0.04% | New | 125 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -80.3% | 123 | $15K |
| Grand Wealth Management, LLC | 0.01% | No change | 121 | $15K |
| Tucker Asset Management LLC | 0.00% | New | 113 | $14K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 112 | $14K |
| Howe & Rusling Inc. | 0.00% | No change | 104 | $13K |
| Fairman Group, LLC | 0.01% | No change | 96 | $12K |
| Truvestments Capital LLC | 0.00% | Add +90.9% | 84 | $10K |
| National Bank of Canada | 0.00% | New | 84 | $10K |
| Bfsg, LLC | 0.00% | No change | 80 | $10K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 77 | $9K |
| Richards, Merrill & Peterson, Inc. | 0.00% | New | 74 | $9K |
| HHM Wealth Advisors, LLC | 0.00% | Add +40.4% | 73 | $9K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 70 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 70 | $9K |
| UMB Bank, n.a. | 0.00% | New | 70 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | New | 64 | $8K |
| Corsicana & Co. | 0.00% | No change | 63 | $8K |
| Matrix Private Capital Group LLC | 0.00% | No change | 61 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -80.8% | 60 | $7K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 60 | $7K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 55 | $7K |
| CGC Financial Services, LLC | 0.00% | No change | 55 | $7K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 52 | $6K |
| Choate Investment Advisors | 0.00% | New | 48 | $6K |
| Imprint Wealth LLC | 0.03% | Reduce -73.8% | 45 | $5K |
| Olistico Wealth, LLC | 0.00% | New | 44 | $5K |
| Elevated Capital Advisors, LLC | 0.00% | New | 44 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 43 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 41 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -33.3% | 40 | $5K |
| CNB Bank | 0.00% | Reduce -18.8% | 39 | $5K |
| Kozak & Associates, Inc. | 0.00% | New | 33 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 22 | $3K |
| Creative Capital Management Investments LLC | 0.00% | No change | 22 | $3K |
| Cornerstone Planning Group LLC | 0.00% | New | 22 | $3K |
| Legal & General Group Plc | 0.00% | New | 19 | $2K |
| Westfuller Advisors, LLC | 0.00% | Add +77.8% | 16 | $2K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 16 | $2K |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 15 | $2K |
| Harbor Asset Planning, Inc. | 0.00% | No change | 14 | $2K |
| Essential Investment Partners LLC | 0.00% | — | 10 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 9 | $1K |
| Centennial Bank | 0.00% | No change | 7 | $852 |
| Fort Vancouver Investment Management, LLC | 0.00% | New | 5 | $609 |
| Horizon Investments, LLC | 0.00% | New | 5 | $609 |
| Rakuten Securities, Inc. | 0.00% | Reduce -93.5% | 3 | $365 |
| Roble, Belko & Company, Inc | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is VONG's weight in each manager's 13F, not the share of Vanguard Russell 1000 Growth the manager owns.